Baldrige Asset Management’s Dynex Capital DX Stock Holding History

Baldrige Asset Management’s Portfolio DX Stock Details DX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$14K	Hold	1,183	–	–	0.01%	238
2022 Q4	$15K	Hold	1,183	–	–	0.01%	231
2022 Q3	$14K	Hold	1,183	–	–	0.01%	225
2022 Q2	$19K	Hold	1,183	–	–	0.01%	213
2022 Q1	$19K	Hold	1,183	–	–	0.01%	228
2021 Q4	$20K	Hold	1,183	–	–	0.01%	235
2021 Q3	$20K	Hold	1,183	–	–	0.01%	235
2021 Q2	$22K	Buy	+1,183	New	+$23.2K	0.01%	229

Other funds holding DX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Baldrige Asset Management's DX Position: Q1 2023 in Review

Baldrige Asset Management held its Dynex Capital (DX) position steady in Q1 2023 at 1,183 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #238.

Baldrige Asset Management first reported a position in DX in Q2 2021 and has held it in 8 quarters since. The position peaked at $22K in Q2 2021. 133 funds tracked by Wall St. Rank hold DX as of Q1 2023.

Baldrige Asset Management held 1,183 shares of Dynex Capital worth $14K as of Q1 2023.
Baldrige Asset Management left its Dynex Capital share count unchanged in Q1 2023.
Dynex Capital made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #238 holding.
Baldrige Asset Management first reported a position in Dynex Capital in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Dynex Capital position peaked at $22K in Q2 2021.
133 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.